test

TABITHA LETOURNEAU MEYERER

@Fiduciary Family Office, Llc

Latest period2024 - Q4ReportedManaged Assets$339.88MTotal holdings59
Assets growth rate12.18%Assets growth rate (2-Q avg)15.86%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Family Office, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Fiduciary Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 339.88M in assets, with a quarterly growth rate of 12.18% and a 2-quarter average growth rate of 15.86%. The portfolio is managed by TABITHA LETOURNEAU MEYERER, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RTXRtx Corporation
Recent Activity
Exited
0%
$1.133M
9,350 shares@ $121.16 avg price
QSRRestaurant Brands Intl Inc
Recent Activity
Exited
0%
$1.118M
15,497 shares@ $72.13 avg price
NLYAnnaly Capital Management In
Recent Activity
Exited
0%
$1.106M
55,125 shares@ $20.08 avg price
CZRCaesars Entertainment Inc Ne
Recent Activity
Exited
0%
$1.052M
25,215 shares@ $41.74 avg price
UNPUnion Pac Corp
Recent Activity
Exited
0%
$1.027M
4,165 shares@ $246.47 avg price
SPGIS&p Global Inc
Recent Activity
Exited
0%
$1.008M
1,952 shares@ $516.62 avg price
BSXBoston Scientific Corp
Recent Activity
Exited
0%
$1.002M
11,956 shares@ $83.81 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$985,819
1,594 shares@ $618.46 avg price
PHMPulte Group Inc
Recent Activity
Exited
0%
$965,670
6,728 shares@ $143.54 avg price
LOWLowes Cos Inc
Recent Activity
Exited
0%
$928,474
3,428 shares@ $270.86 avg price